FISV

Fiserv Inc

1,366 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 661 reducing their positions, and 511 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

48% less capital invested

Capital invested by funds: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1651
Wallace Advisory Group
California
SFS
1652
Sowell Financial Services
Arkansas
LWMM
1653
Legacy Wealth Management (Mississippi)
Mississippi
PP
1654
PDS Planning
Ohio
LRWA
1655
Long Run Wealth Advisors
New York
AA
1656
Alta Advisers
United Kingdom
MLL
1657
Moody Lynn & Lieberson
Massachusetts
TWM
1658
Trueblood Wealth Management
Ohio
NGA
1659
Naples Global Advisors
Florida
FNFDCM
1660
Folger Nolan Fleming Douglas Capital Management
District of Columbia
BOS
1661
Bank of Stockton
California
CFS
1662
CRA Financial Services
New Jersey
FIA
1663
Foundations Investment Advisors
Arizona
GI
1664
GLOBALT Investments
Georgia
FWA
1665
Flagship Wealth Advisors
Massachusetts
RAG
1666
RIA Advisory Group
Iowa
TCM
1667
Tributary Capital Management
Nebraska
Fisher Asset Management
1668
Fisher Asset Management
Washington
QWP
1669
Quotient Wealth Partners
Texas
First Manhattan
1670
First Manhattan
New York
FB
1671
Finward Bancorp
Indiana
IAA
1672
Ironsides Asset Advisors
North Carolina
AWM
1673
Angeles Wealth Management
California
VI
1674
Versor Investments
New York
AI
1675
Accredited Investors
Minnesota